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RETIREMENT CAPITAL STRATEGIES: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RETIREMENT CAPITAL STRATEGIES on AGG, newest first. How the timeline and the estimate are built.

RETIREMENT CAPITAL STRATEGIES held 197,004 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,004 shares
    Change vs previous 13F +3,218 shares

    6.77% of the 13F portfolio, value $19,499,453.

    13F-HR 0001214659-26-010107 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 193,786 shares
    Change vs previous 13F +7,889 shares

    7.27% of the 13F portfolio, value $19,237,106.

    13F-HR 0001214659-26-006225 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 185,897 shares
    Change vs previous 13F +12,170 shares

    6.88% of the 13F portfolio, value $18,567,364.

    13F-HR 0001214659-26-001705 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 173,727 shares
    Change vs previous 13F -1,889 shares

    6.68% of the 13F portfolio, value $17,415,842.

    13F-HR 0001214659-25-016303 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 175,616 shares
    Change vs previous 13F +75,011 shares

    6.9% of the 13F portfolio, value $17,421,076.

    13F-HR 0001214659-25-011779 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 100,605 shares
    Change vs previous 13F +28,916 shares

    3.89% of the 13F portfolio, value $9,951,835.

    13F-HR 0001214659-25-007555 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 71,689 shares
    Change vs previous 13F -98,699 shares

    2.63% of the 13F portfolio, value $6,946,698.

    13F-HR 0001214659-25-002214 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 170,388 shares
    Change vs previous 13F not available

    6.75% of the 13F portfolio, value $17,255,453.

    13F-HR 0001214659-24-018679 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).